SP ASSET MANAGEMENT LLC
Tel: 408-257-7711 20380 Town Center Lane Ste 205 Cupertino, California 95014
About SP ASSET MANAGEMENT LLC
SP ASSET MANAGEMENT LLC is a Cupertino, California based financial advisory firm with nearly $1,389,577,962 in assets under management and provides investment advisory services for 733 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
323369
Firm SEC#:
801-126698
Assets Under Management:
$1,389,577,962
No. of Clients:
733
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in California, Cupertino
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
Explore More Financial Advisor Firms in Cupertino, California >>
